The Alliance of Comprehensive Planners (ACP) announced that one of its certified ACP members, Courtney Ranstrom, has been named to the 2020 InvestmentNews 40 Under 40 list. The InvestmentNews 40 Under 40 project highlights young talent in the financial advice industry.
Timelineapp Tech Limited(Timeline) has secured £1.8 million (about $2.3 million) in funding in a round which included global platform-as-a-service provider FNZ becoming a non-controlling minority investor.
Women on Top: Women, Wealth & Social Change, the newest book by Haleh Moddasser, CPA, Partner and Senior Advisor at Stearns Financial Group (available on Amazon.com), launches during a time of social and economic pain in the nation. As individuals contemplate fiscal, healthcare and social inequalities, Moddasser unwraps the logic for values-based investing as a means of helping women influence the changes they want to see in the world without sacrificing their own financial security.
Snappy Kraken, on July 28, 2020, revealed the results of a comprehensive analysis of investment adviser marketing trends during the first half of 2020. Results show major shifts as advisers worked to reach current and prospective clients as the Covid-19 pandemic took hold.
Oranj announced that Liberty One Investment Management, a solution-focused third-party asset manager, has joined the growing list of best-in-class asset managers who have made their solution available on the free to low-cost Oranj platform.